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C
CFOSecrets
September 22, 2020
Question

Turn off automatic recording of imported bank transactions Quickbooks Online

  • September 22, 2020
  • 1 reply
  • 0 views

Hi.  I logged into a customer today and was very unpleasantly surprised to find that QBO had downloaded new bank transactions (good) but also took the liberty of deciding where each of them should go (bad--they got every single one wrong) and recording them to the bank.  I prefer to review downloaded transactions and approve / change them on a one-by-one basis.  How can I change this?  I don't have to deal with this for other clients. 

 

 

1 reply

M
mazar
September 22, 2020

Hello,

 

If your client has RULES for those transactions, they probably have that rule also set to AUTO-ADD the transaction.

 

Just go to the RULES section in the bank feeds and disable to auto-add feature.

 

(picture attached

C
CFOSecretsAuthor
September 22, 2020

They don't. I set up the books and these are the first imported transactions.  QBO did this all by itself.  It classed EVERYTHING classed as a "software store" to one expense account (everything from R&D to G&A to a freaking computer purchase) and as I went through and corrected each item, it updated all of the succeeding transactions to match it.  I couldn't find any rule for "Software Store", unless it's hidden? 

G
GraceC
September 22, 2020

Let me share some information about downloading bank transactions into your account, @CFOSecrets.

 

I've checked here on our end and there's no reported case about this one. It's possible that the Remember category selection and Show suggested rules is turned on when downloading the bank data. You can turn off this option in the Banking page.

 

Here's how:

  1. Click Banking on the left side menu.
  2. Choose Banking.
  3. Tick the Gear icon on the right side menu. 
  4. Uncheck Remember category selection and Show suggested rules from the Transaction details section. 

Please see the screenshot below:

For future reference, read through our help article: Download, match and categorize your bank transactions in QuickBooks Online. It includes a quick video tutorial to guide you with organizing your bank feeds transactions. 

 

Reach out to me in the comment below if you have any other issues or concerns. I'll be more than happy to help.

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